Sarah E. Clayton
Professional summary
Sarah Elizabeth Clayton, CFP®, who also goes by Sarah Elizabeth Correnti, is a registered financial advisor currently at LONGVIEW WEALTH MANAGEMENT located in Columbus, Georgia and M. S. HOWELLS & CO. located in Atlanta, Georgia.
Sarah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Sarah has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sarah Elizabeth Clayton's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 3, 2022 - Present
LONGVIEW WEALTH MANAGEMENT
Office #1: 3901 Glenn Road Suite A, Columbus, GA 31909June 3, 2026 - Present
M. S. HOWELLS & CO.
Office #1: 5605 Glenridge Dr Suite 300, Atlanta, GA 30342March 2, 2020 - March 2, 2020
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
October 16, 2019 - December 31, 2022
CAMBRIDGE INVESTMENT RESEARCH, INC.
Primary Firm SEC Registration
LONGVIEW WEALTH MANAGEMENT
CRD#: 136214 / SEC#: 801-64708
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/3/2022)
Exams
Series 7TO
Date: 10/16/2019
General Securities Representative ExaminationFINRA
Current Firm
LONGVIEW WEALTH MANAGEMENT
CRD#: 136214 / SEC#: 801-64708
Contact information
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,002 |
| AUM (Assets Under Management) | $ 1,153,580,840 |
Red Flags
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